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374 (07/2026) Chapter 2:Eligibility • Section 5: Financial eligibility In ONE, fee payments received by the representative payee are coded on the Earned Income screen: • Earned Income Category – Wages • Earned Income Type - Representative Payee Fee Fee payments that are excluded from Social Security income are entered on the Unearned Income Source screen. • When a participant is required by the Social Security Administration to receive payments through a representative payee, fees paid by a participant to a representative payee are excluded for ERDC, REF, REFM, SNAP, TA-DVS, and TANF. The amount of the exclusion is limited to the amount authorized by the Social Security Administration (information about the allowable fee amount can be found at http://www. socialsecurity.gov/OACT/COLA/RepPayee.html). Criteria for this exclusion are in OAR 461 145 0490, OAR 461- 145-0510 and OAR 414-175-0035. • Fees paid by a participant to a representative payee are countable for OSIPM and MSPs and are included in the gross Social Security payment to the participant. Fees cannot be used as an income deduction to reduce patient liability. • Fees received by a financial group member, as a representative payee, are counted as earned income. • When a representative payee, who is a member of the financial group, receives benefits for another person as their representative payee, treat the income as follows:
Excluded as long as the payments are being disbursed as intended for the person requiring the payee per OAR 461-140-0040 and 414-175-0030.
Counted as unearned income if the payments are being kept by the financial group member and not being disbursed as intended for the person requiring the payee. For HSD medical programs, representative payee fees are counted in monthly and annual income. Sale of a resource In ONE, income from the sale of a countable resource is coded on the Unearned Income screen: • Unearned Income Category – Other Income • Unearned Income Type – Sale of a Countable Resource Treat proceeds from the sale of a resource (whether a home or not) as follows: • For ERDC, exclude all proceeds from the sale of a resource. • For MSP, count the interest portion as unearned income and exclude the principal portion. • For REF, REFM and TANF, if the proceeds are from the sale of an excluded resource, exclude the amount reinvested in another excluded resource. Count all other proceeds from the sale of a resource as unearned income. Treat proceeds from the sale of a resource other than a home as follows: • For OSIPM:
Count the principal portion of proceeds received on a monthly or other periodic basis as a resource.